Core Viewpoint - The latest data from the China Association of Automobile Manufacturers indicates that the production and sales of new energy vehicles (NEVs) in China have continued to grow significantly in the first ten months of this year, with October marking a milestone where NEV monthly sales exceeded 50% of total new car sales for the first time [1]. Summary by Relevant Sections - Production and Sales Data - From January to October, China's total automobile production reached 27.692 million units, and sales reached 27.687 million units, both showing a year-on-year growth of over 10% [1]. - NEV production and sales during the same period were 13.015 million units and 12.943 million units, respectively, reflecting a year-on-year increase of 33.1% and 32.7% [1]. - In October, NEV monthly sales accounted for 51.6% of total new car sales, marking a significant milestone [1]. - Export Performance - NEV exports reached 2.014 million units from January to October, representing a remarkable year-on-year growth of 90.4% [1]. - Market Drivers - The growth in the NEV market is attributed to several factors, including the effectiveness of the domestic vehicle replacement subsidy policy, which has been impactful and widely beneficial [1]. - Anticipation of a 50% reduction in NEV purchase tax next year has led to a surge in consumer purchases, contributing to a new wave of consumption in the NEV market [1]. - Continuous innovation in product offerings, technological upgrades, and improvements in the charging infrastructure have also played a crucial role in driving the growth of the NEV market [1].
10月我国新能源汽车销量首次超总销量的50%
证券时报·2025-11-11 08:59